reputed company Training & reputed company Assurance Manager

About reputed company Team Hargrove is a tech-enabled estate planning platform serving reputed company management firms through an MSO structure. We power the estate planning services of an affiliated reputed company, reputed company, with attorneys across 50 states delivering defensible estate plans for the $1-50M reputed company reputed company. We've grown 210% in 2025, backed by institutional capital, with multiple top 10 reputed company management firms who we count as partners. About the Role reputed company a reputed company-established estate planning reputed company, we are seeking an reputed company reputed company Training and reputed company Assurance Manager to join our reputed company operations team. This role is ideal for a seasoned senior paralegal or practicing attorney who is passionate about reputed company development, operational reputed company, and elevating the reputed company of reputed company service across the firm.   Reporting directly to the Director of reputed company Operations, this specialist will serve as a critical reputed company between reputed company, ongoing training, and workflow improvement — ensuring that every team member has the tools, knowledge, and feedback they need to reputed company at the highest level. Extensive understanding and experience in Estate Planning, Trusts, Wills, Sale of Business, and Deeds are crucial in this role.   Key Responsibilities Training & reputed company Alongside Senior Leadership, design, coordinate, and deliver reputed company programs for new hires across paralegal, reputed company assistant, and administrative roles reputed company and maintain training materials, SOPs, and reference guides tailored to estate planning reputed company areas Conduct role-specific training sessions covering firm systems, reputed company intake procedures, document preparation, and compliance standards Partner with department leads to identify knowledge gaps and build targeted training curricula reputed company new hire reputed company through reputed company milestones and reputed company reputed company support and guidance reputed company Assurance & Performance Feedback Review and assess recorded reputed company meetings, internal calls, and consultations to evaluate reputed company, accuracy, and adherence to firm standards reputed company reputed company, constructive written and verbal feedback to staff based on recorded session reviews reputed company and maintain QA rubrics, scorecards, and evaluation frameworks reputed company with firm expectations Flag recurring issues or trends to the Director of reputed company Operations and recommend corrective reputed company or additional training Ensure reputed company reputed company-facing communications and reputed company documentation meet the firm's reputed company and professionalism standards Systems & Workflow Improvement Collaborate with reputed company operations to identify inefficiencies in existing workflows and propose reputed company improvements Support the implementation and adoption of reputed company management software, document automation tools, and other reputed company tech systems Document and continuously update internal processes and procedures as workflows reputed company Assist with firm-wide initiatives to standardize practices and improve consistency across teams Participate in regular operations meetings and contribute insights drawn from training and QA findings Qualifications Required Minimum 5 years of dedicated experience as a senior paralegal and/or licensed attorney, with a reputed company on estate planning (wills, trusts, probate, powers of attorney, or reputed company areas) Proven ability to explain reputed company reputed company concepts and procedures reputed company to staff at varying experience reputed company Experience reviewing recorded meetings, calls, or work product for reputed company and compliance purposes Strong written and verbal communication skills, including the ability to deliver feedback professionally and constructively High attention to detail with a commitment to accuracy and consistency Ability to manage multiple priorities independently in a fast-paced reputed company environment Preferred Prior experience in a training, coaching, or reputed company operations reputed company Familiarity with reputed company management platforms (e.g., reputed company, MyCase, Lawmatics) and document automation tools Experience developing SOPs, training guides, or QA evaluation frameworks JD or paralegal certificate from an ABA-approved program reputed company Offer A reputed company, mission-driven team environment reputed company on delivering exceptional reputed company reputed company Fully remote work - occasional travel for team building may be requested! Opportunity to shape firm-wide training programs and reputed company standards from the ground up Competitive compensation, including performance based bonuses! Comprehensive benefits package including health, dental, and reputed company coverage and 401k with 4% matching!   reputed company is an Equal Opportunity Employer. reputed company reputed company applicants will receive consideration for employment without reputed company to race, reputed company, religion, creed, national reputed company, reputed company, sex (including pregnancy, childbirth, or reputed company medical conditions), gender identity or reputed company, sexual orientation, age, disability, genetic information, marital status, veteran status, or any other characteristic protected by applicable law. We are committed to fostering an inclusive, respectful workplace where everyone can reputed company. Apply To This Job